We are live on ! Find out more
EPD icon

Enterprise Products Partners
EPD

1,005 hedge funds and large institutions have $12.8B invested in Enterprise Products Partners in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 311 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 80

35% more call options, than puts

Call options by funds: $228M | Put options by funds: $169M

20% more capital invested

Capital invested by funds: $10.7B → $12.8B (+$2.11B)

8% more funds holding in top 10

Funds holding in top 10: 52 → 56 (+4)

5% more funds holding

Funds holding: 960 → 1,005 (+45)

0.96% less ownership

Funds ownership: 30.72% → 29.75% (-0.96%)

15% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 366

Holders
1,005
Holders Change
+45
Holders Change %
+4.69%
% of All Funds
17.78%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.99%
New
138
Increased
311
Reduced
366
Closed
80
Calls
$228M
Puts
$169M
Net Calls
+$58.9M
Net Calls Change
+$19.1M

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$75.5M
2
AL
Appaloosa LP
New Jersey
+$64.3M
3
AA
ALPS Advisors
Colorado
+$64.2M
4
Blackstone Inc
Blackstone Inc
New York
+$59.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$48M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$138M
2
IG
ING Group
Netherlands
-$132M
3
TCA
Tortoise Capital Advisors
Kansas
-$87.3M
4
Goldman Sachs
Goldman Sachs
New York
-$74.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$37.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1076
Lindbrook Capital
California
– -$28K -1,755 Closed
BWM
1077
BNC Wealth Management
Oregon
– -$25K -1,600 Closed
AWM
1078
Adams Wealth Management
Utah
– -$15K -936 Closed
CPW
1079
Catalyst Private Wealth
California
– -$13K -841 Closed
AA
1080
Advisory Alpha
Michigan
– -$12K -715 Closed
WCG
1081
Weaver Consulting Group
California
– -$8K -500 Closed
NPP
1082
New Potomac Partners
Maryland
– -$6K -400 Closed
RA
1083
Rational Advisors
New York
– -$6K -392 Closed
GTAM
1084
Global Trust Asset Management
Florida
– -$5K -330 Closed
FCAS
1085
First Command Advisory Services
Texas
– -$4K -261 Closed
WAS
1086
Winch Advisory Services
Wisconsin
– -$4K -248 Closed
TCM
1087
Tradewinds Capital Management
Washington
– -$3K -185 Closed
CMBA
1088
C.M. Bidwell & Associates
Hawaii
– -$2K -113 Closed
VCM
1089
Versant Capital Management
Arizona
– +$19 +1 +14%
PWPS
1090
Pinnacle Wealth Planning Services
Ohio
– +$149 +8 New
CA
1091
Crewe Advisors
Utah
– +$279 +15 New
40 41 42 43
44

EPD Hedge Fund Activity: Q4 2020 in Review

1,005 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q4 2020, worth a combined $12.8B — up 20% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new EPD positions and 80 closed out — a net gain of 58 holders — while 311 added to existing stakes and 366 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $75.5M. The largest seller was Bank of America, cutting an estimated $138M.

  • 1,005 institutional investors held Enterprise Products Partners (EPD) as of Q4 2020, up from 960 in Q3 2020.
  • Funds reported $12.8B of Enterprise Products Partners stock for Q4 2020, up 20% quarter-over-quarter.
  • 138 funds opened new Enterprise Products Partners positions in Q4 2020 and 80 closed out, a net change of +58 holders.
  • The largest Enterprise Products Partners buyer in Q4 2020 was Deutsche Bank, an estimated $75.5M added.
  • The largest Enterprise Products Partners seller in Q4 2020 was Bank of America, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2020.